Ashton Thomas Securities’s Phillips 66 PSX Stock Holding History

Ashton Thomas Securities’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$359K	Buy	2,134 +100	+5%	+$17.2K	0.05%	238
2026 Q1	$371K	Buy	2,034 +4	+0.2%	+$627	0.05%	277
2025 Q4	$262K	Buy	2,030 +156	+8%	+$21K	0.05%	228
2025 Q3	$255K	Buy	1,874 +17	+0.9%	+$2.18K	0.04%	285
2025 Q2	$222K	Buy	1,857 +106	+6%	+$11.9K	0.05%	232
2025 Q1	$219K	Buy	+1,751	New	+$216K	0.06%	217
2024 Q4	–	Sell	-1,051	Closed	-$138K	–	990
2024 Q3	$138K	Buy	+1,051	New	+$142K	0.03%	298

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ashton Thomas Securities's PSX Position: Q2 2026 in Review

Ashton Thomas Securities increased its Phillips 66 (PSX) stake by 4.9% in Q2 2026, buying an estimated $17.2K and bringing the position to 2,134 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #238.

Ashton Thomas Securities first reported a position in PSX in Q3 2024 and has held it in 7 quarters since. The position peaked at $371K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Ashton Thomas Securities held 2,134 shares of Phillips 66 worth $359K as of Q2 2026.
Ashton Thomas Securities bought 100 Phillips 66 shares in Q2 2026, an estimated $17.2K.
Phillips 66 made up 0.05% of Ashton Thomas Securities's portfolio in Q2 2026, its #238 holding.
Ashton Thomas Securities first reported a position in Phillips 66 in Q3 2024 and has held it in 7 quarters since.
Ashton Thomas Securities's Phillips 66 position peaked at $371K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.